See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,112 | $102,966-48.4% | $90,281-41.2% | $152,861-65.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 26.11% | 95.16%-69.0pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $5,557 | $3,139+77.0% | $2,854+94.7% | $4,762+16.7% |
| Participant deferral / active EE | $7,840 | $4,281+83.1% | $3,885+101.8% | $5,850+34.0% |
| Admin fee / account holder | $3,954 | $6,171-35.9% | $5,351-26.1% | $11,596-65.9% |